Salient Wealth Planning

Philip Smith signed Salient Wealth Planning's 2022 Form 5500 as plan administrator.

• Philip Smith — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Salient Wealth Planning's EIN is 46-5076167.

Download the official 2022 Form 5500 (PDF) for Salient Wealth Planning from the U.S. Department of Labor's EFAST2 system.

Salient Wealth Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).